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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $442,294 | $211,239+109.4% | $178,528+147.7% | $145,877+203.2% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 39.48% | 30.22%+9.3pp | 27.11%+12.4pp | 551.28%-511.8pp |
| Employer contribution / active EE | $2,131 | $4,570-53.4% | $3,950-46.1% | $4,663-54.3% |
| Participant deferral / active EE | $10,746 | $6,963+54.3% | $6,278+71.2% | $6,691+60.6% |
| Admin fee / account holder | $16,700 | $12,095+38.1% | $10,419+60.3% | $13,402+24.6% |